4-11-2023 – What’s a Safe Withdrawal Rate for Retirees?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 12 April 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
With stock and bond prices declining and inflation what it is today, new retirees have run headlong into what retirement researchers call “sequence risk.
(There are research 'scenarios' that might provide insight.)
Today's Stocks & Topics: Commercial Real Estate, Q1 Earnings, Investing Strategy, EXPE - Expedia Group Inc., NUGT - Direxion Daily Gold Miners Index Bull 2X Shares, PXD - Pioneer Natural Resources Co., STZ - Constellation Brands Inc. Cl A, AGI - Alamos Gold Inc., Moving Average, China, Tesla.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.1 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.3 | and share their unbiased answers. |
| 0:18.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:23.4 | clients throughout the United States. |
| 0:26.3 | The clarity for your path forward starts now. |
| 0:30.7 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:36.2 | Good afternoon everybody and welcome to Invest Talk. |
| 0:40.0 | It is Tuesday, April 11, 2023 and you know the investment landscape has changed over |
| 0:47.2 | the last several years and we're here to talk about how it's going to look not today. |
| 0:53.2 | We know how it looks today, but in the next three, six, nine months maybe a year. |
| 0:58.2 | What is it going to look like then? |
| 0:59.7 | We always look forward. |
| 1:01.7 | There's going to be different dynamics at play. |
| 1:05.1 | Right now we're dealing with the Federal Reserve last year and a half, raising interest rates |
| 1:10.0 | last year and all this year, year and a quarter and that's the landscape we've been |
| 1:15.5 | dealing with and the market has not liked it. |
| 1:18.8 | Will the Fed change this year? |
| 1:20.3 | I think they will. |
| 1:21.8 | By the end of the year, I think interest rates may well start to ease downward, but not |
| 1:26.6 | yet. |
| 1:27.6 | Not yet. |
... |
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